Merging clients in Lifecycle Manager lets you combine multiple client records into a single record. When you merge clients, the assets, reports, and account data from the merged records roll up under a single parent client.

This is useful when the same client appears under different names across your integrations, when an integration creates duplicate records, or when you want to consolidate related clients into a single view.

This article covers how to merge, rename, and unlink clients in both the classic and new Lifecycle Manager UI. See: Switching between the classic and new Lifecycle Manager UI

Merging clients

Merging from Settings > Clients (new UI)

In the new UI, you can merge one client or several clients at once from the Clients settings page.

1. Click your account name in the upper left corner of any page, then click Account Settings.
2. Under the Clients section of the left navigation panel, click Clients.
3. Choose the clients you want to merge into another client:
   • To merge one client, click the actions menu (⋮) in its row and click Merge client. You can also click the client's name to open its details drawer, click the actions menu next to the client's name, and click Merge client.
   • To merge several clients at once, select the checkbox next to each client, then click Merge clients in the bar at the bottom of the screen.
     
     
4. In Destination client, search for and select the client you want to keep as the parent.
   
   
5. Click Merge.

The selected clients, along with any clients already merged into them, are combined under the destination client. They're removed from the client list, and the destination client's details drawer opens.

If some clients can't be merged, the window shows how many were merged and the reason for each client that wasn't. Click Merge to try the remaining clients again, or click Cancel. Clients that weren't merged stay selected so you can try again later.

Merging in the classic UI

In the classic UI, there are two places to merge clients:

• Merge Clients on an individual client's settings page, for working with one client at a time.
• Client Settings under Account Settings, for working across your whole account.

Both methods produce the same result. The client you start from always stays the parent, even if another client has the same or a similar name. If you merge in a client that is currently the parent of the client you started from, the client you started from becomes the new parent.

Merging from a client's Merge Clients page

1. In Lifecycle Manager, click Home in the top navigation bar to view the Clients List.
2. Select the client you want to use as the parent.
3. On the client's profile page, click Settings. This takes you to the settings page for that client.
   
    
4. In the left navigation panel of the client's settings page, click Merge Clients.
   
    
5. In the Merge clients section, search for the client you want to link to the parent.
    
6. Click the name of the client you want to link.
   
    
7. Repeat steps 5&6 if you want to merge multiple clients.
8. Click Merge Selected.
9. In the confirmation modal, click Apply to confirm.

Merging from Client Settings

1. In Lifecycle Manager, hover over the settings icon () in the upper right of the screen and click Account Settings.
2. In the left navigation menu, click Client Settings.
   
    
3. Find the client you want to use as the parent and click the context menu icon () in its row.
4. Click Merge another Client.
   
    
5. Search for the client you want to link to the parent.
   • The integration each client is syncing from is shown next to their name to help you identify the correct record.
6. Click the name of the client you want to link.
7. Click Merge Selected.
8. Review the confirmation and click Apply.

Merged clients are temporarily locked while the merge is being processed. Wait for the operation to finish before making further changes to the parent or child clients.

Renaming a client

Important: Renaming changes only the client display name in Lifecycle Manager. It does not rename the client or organization in a connected PSA or other source system.

The client keeps the same underlying identity and source bindings. Existing assets, history, linked integrations, and sync relationships remain associated with that client after its display name changes.

1. In Lifecycle Manager, click Home in the top navigation bar to view the Clients List.
2. Select the client you want to rename.
3. On the client's profile, click Settings. This takes you to the settings page for that client.
4. In the left navigation panel of the Client settings page, click Merge Clients.
5. Enter a new name, or select an existing name from the list.
6. Click Use Name. (This button appears after the existing name has been edited in the textbox.)
   
    
7. In the confirmation box, click Apply to confirm.

Viewing merged child clients

In the new UI, go to Account Settings > Clients and click a client's name to open its details drawer. The Merged clients section lists every client merged into it, or shows No merged clients.

In the classic UI, child clients are hidden by default in the Client Settings list. To see them:

1. In Lifecycle Manager, hover over the settings icon in the upper right of the screen and click Account Settings.
2. In the navigation menu, click Client Settings.
3. Turn on the Show child clients filter.
   

Child clients appear inline beneath their parent. This view includes clients that were linked automatically when an integration first imported them, as well as clients you've linked manually.

Unlinking clients

Unlinking removes a child client's relationship with its parent. The child record isn't deleted, and after unlinking, the child client is restored to a standalone client in Lifecycle Manager. In the new UI, this is called unmerging.

Unmerging from Settings > Clients (new UI)

1. Go to Account Settings > Clients and click the parent client's name to open its details drawer.
2. In the Merged clients section, click the actions menu (⋮) next to the client you want to unmerge and click Unmerge.
3. Click Unmerge client to confirm.

The client returns to the client list as its own client. If a merged client has the same name as the parent, you can't unmerge it until you rename the parent client.

Unlinking from Client Settings (classic UI)

Use this method to unlink clients that were linked automatically by an integration, or to unlink any child client from the account-wide list.

1. On the Client Settings page, turn on the Show child clients filter so child clients are visible.
2. Find the child client you want to unlink and click the Unlink button () in its row.
3. Review the confirmation and click Apply.

Unlinking from a client's Merge Clients page (classic UI)

Use this method when you're already working with a specific parent client and want to unlink one of its linked records.

1. On the parent client's profile page, click Settings > Merge Clients.
2. Click the Unlink icon next to the client you want to unlink.
   
    
3. Click Apply to confirm.

Unlinking is processed in the background. The affected clients are temporarily locked until the operation completes.

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